Intake Coordinator

Organization

Founded in 2003, AMI Housing is a California-based nonprofit organization whose mission is to enhance the lives of people with mental illness through housing, employment, and supportive services. To house and support the most vulnerable residents of the Sierra region.

Job Summary

The Intake Coordinator serves as the point of contact for clients seeking housing and supportive services and is responsible for completing intakes for our programs once referred and preliminary eligibility is met. This role focuses on ensuring that all client data is accurate, complete, and meets program eligibility requirements. The Intake Coordinator conducts program interviews, completes intakes for all agency programs, and works closely with the Referral Coordinator and Program Leadership to assess client needs, process applications, and connect individuals with appropriate housing and support services. The role is responsible for providing high-quality, timely responses, keeping all stakeholders updated, and adhering to privacy and confidentiality guidelines. The ideal candidate will possess strong communication skills, a deep understanding of homelessness and housing systems, and a commitment to helping individuals achieve stable housing and long-term recovery.

Examples of essential duties may include, but are not limited to, the following:

• Conduct program interviews and client intake assessments for all agency programs.
• Ensure that client data is complete, accurate, and meets program eligibility requirement (ie demographic, consents, assessment and eligibility documents)
• Collaborate with the Referral Coordinator and Program Leadership to verify eligibility and coordinate placements into appropriate housing or support programs.
• Maintain accurate and confidential client records in compliance with organizational policies and regulatory standards.
• Assist clients in completing intake documentation and all required documentation for housing and supportive services.
• Provide timely responses to client referrals, and internal team requests, keeping all relevant stakeholders updated.
• Inform clients about available housing programs, supportive services, and community resources.
• Track client referrals, intakes, and outcomes to support program reporting and continuous improvement initiatives.
• Participate in team meetings and case conferences to coordinate client care and share program updates.
• Uphold organizational policies, ethical standards, and confidentiality in all interactions.
• Develop and maintain strong working relationships with community partners, including local agencies, housing, authorities, and healthcare providers.
• Provide timely updates and follow-up on referrals to ensure appropriate services are provided to clients.
• Accurately enter and update referral data into the organization’s client management system.
• Maintain detailed records of all referrals, including client status, outcomes, and follow-up activities.
• Ensure compliance with organizational and regulatory documentation standards, including privacy laws such as HIPAA.
• Assist in maintaining a current understanding of available housing programs, services, and resources in the community to ensure effective referrals.
• Support program staff in gathering necessary documentation and paperwork for new client intakes.
• Work with management to identify trends, challenges, and areas for improvement within the referral process.
• Track and report on referral trends, waitlists, and outcomes, providing regular updates to leadership.
• Identify gaps or barriers in the referral process and suggest improvements to ensure timely and equitable access to services.
• Work closely with all AMIH teams to ensure the seamless delivery of services.
• Maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration.
• Model personal responsibility, advocacy, resiliency/recovery, integrity, and cultural humility for department.

Skills:

• Strong understanding of housing programs, homelessness systems, and supportive services and has knowledge of local resources, housing systems, and social service agencies in the community.
• Knowledge and application of Housing First principles and trauma-informed care.
• Empathy, cultural sensitivity, and client-centered approach.
• Ability to navigate in public behavioral health services in any California county, are bilingual/bicultural, or identify as members of traditionally underserved populations (BIPOC, LGTBTQ , veterans, immigrants, refugees, former foster youth, previously unhoused, past involvement with the criminal legal system, etc.)
• Ability to initiate difficult conversations, confront issues directly, implement effective solutions, and consistently reinforce standards and expectations to prevent and deescalate workplace problems.
• Must multitask with attention to detail while working in a fast-paced and sometimes chaotic environment.
• Ability to plan, organize, and prioritize work.
• Communicate clearly and concisely through telephone, written, and electronic methods. (STRONG phone etiquette and effective communication)
• Must have critical and analytical skills.

Education/Background:

• High school diploma or equivalent required; Associate’s degree in social services, human services, or a related field preferred.
• Bilingual fluency (English/Spanish) is strongly preferred.
• Complete and pass pre-employment background checks (fingerprints, drug and alcohol testing, TB Clearance and criminal background checks).

Work experience may include:

• Experience working with vulnerable populations, especially individuals experiencing homelessness or housing instability.
• Experience in referral coordination, case management, or a related role in social services, housing, or healthcare.
• Knowledge of housing programs and services, especially those related to homelessness, recovery, and transitional housing.

Licenses and Certification:

• Possess a valid driver's license with a clean driving record as required by the position.

Computer Proficiency:

• Strong computer proficiency (i.e., Outlook, App Folio, SharePoint, Microsoft Teams, Microsoft Word, Excel, PowerPoint, Zoom, Adobe, DocuSign, Google Docs, Internet, and Calendar) to complete daily duties within the expected timeframes with little to no supervision.

Personal Characteristics:

Be welcoming and supportive. Displays a strong desire to advance the agency’s mission and help people with mental illness improve their lives by becoming independent, successful community members.

Work in a client-centered, strength-based, and harm-reduction manner.

AMIH is an equal opportunity and drug free employer.